Phone: 724.942.2639
Email: amy@braun-bostich.com

Amy is the CEO and founder of Braun-Bostich & Associates. She spends much of her waking day trying to bring more value to the table for her clients, employees and family members-not necessarily in that order.

Amy has over 26 years in the Financial Services business and has invested the time and discipline toward ongoing education to bring her clients the best advice possible for their situation. Amy has a BA in Psychology from UCLA, an MSFP (Master of Science in Financial Planning) and a CFP (Certified Financial Planner), APMA (Accredited Portfolio Manager Advisor) from the College of Financial Planning. She also has a CFS (Certified Fund Specialist)) from the Institute of Business & Finance and a CLTC (Certification in Long Term Care) from the Corporation for Long Term Care.

Family & Interests

When trying to separate herself from the business, Amy enjoys reading, walking, travel and gardening, but mostly just hanging out with her family. Amy has two children, two dogs, and one husband.

Phone: 724.942.2639
Email: ckirby@braun-bostich.com

Cassie’s journey with Amy began while completing her bachelor’s degree in business administration at California University of Pennsylvania in 2001. While learning every facet of the business over the past 18 years, Cassie became a (CFP) Certified Financial Planner® in 2009 and an (EA) Enrolled Agent in 2014.

Cassie believes that financial planning and helping each client define and achieve their goals is truly understanding who they are as individuals and what (and who) is most important to them. It’s forming and maintaining these relationships that she enjoys most about the business.

Family & Interests

Born Cassandra Bioni, she goes by Cassie and was raised in Lawrence, Pennsylvania. Cassie is married with two amazing children and enjoys being in the sunshine, running, trying new restaurants and catching up with family and friends as often as possible.

"What most of my relationships, both personal and professional, have in common are many years. My best friends are those I went to Kindergarten with years ago. I believe loyalty and trust are foundational components of any relationship. As an Associate at Braun-Bostich & Associates, these qualities are reflected in the relationships we have built and continue to nurture with our clients.”

Office: 949.891.0606
Mobile: 949.294.5359
dyoung@braun-bostich.com

David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With 26 years of investment experience, David has worked with many of the largest and most sophisticated institutional and private investors in investment strategy, portfolio management and asset allocation. At the end of 2008, he retired as Executive Vice President with Pacific Investment Management Company to rejoin the U.C. Irvine Merage School of Business as Adjunct Professor of Finance, and create Anfield Capital Management, LLC. From 1999 to 2006, David was head of PIMCO’s account management group in London where he built a team of 25 investment professionals managing over 200 client accounts and approximately $50 billion in assets across the UK, Europe, the Middle East and Africa.

David holds the Chartered Financial Analyst Designation, an MBA with a concentration in finance from the Paul Merage School of Business at the University of California, Irvine, and degrees in Economics and Political Science from the University of California, Irvine. He has taught finance and investments courses at the Paul Merage School, the Financial Times Knowledge programs (UK), and CFA exam preparation courses sponsored by the CFA society of Orange County, the USC / Los Angeles CFA Society, and U.K. CFA societies. Mr. Young sits on several non-profit Investment Committees and Boards of Directors including The County of Orange (California) Healthcare System "CalOptima."

Office: 949.891.0961
pvandezilver@braun-bostich.com

Peter is Director of Portfolio Analytics and Risk Management at Anfield Capital Management, LLC. Peter has over 20 years of investment management experience, and retired in 2010 from a senior position in the PIMCO’s Portfolio Analytics group to work on developing quantitative trading algorithms. At PIMCO he was responsible for the architecture, development and implementation of many of their Analytics and Risk Management systems.

Peter holds the Chartered Financial Analyst designation and holds degrees in Physics, Mathematics and Economics from the Universities of Utrecht and Amsterdam, as well as an MA degree in Economics from the University of Southern California, Los Angeles.

Peter holds the Chartered Financial Analyst designation and holds degrees in Physics, Mathematics and Economics from the Universities of Utrecht and Amsterdam, as well as an MA degree in Economics from the University of Southern California, Los Angeles.

Phone: 724.942.2639
sconroy@braun-bostich.com

As an essential element of the firm’s aggressive growth plan, Steve joined Braun-Bostich & Associates in 2015 to shape its client care and acquisition strategy. In consort with amplifying its name recognition and public awareness of strengths and capabilities, Steve spends the majority of his time tactically executing on enhancing the firm's expertise in support of business owners and high-net-worth individuals and families.

Market-facing accountabilities and oversight include: pursuing and introducing key market influencer relationships to the firm’s advisory team; business, center of influence (COI) and individual networking relations; website design, content and upkeep; exploitation of email and social media marketing initiatives; maintaining general firm and niche market collaterals and all aspects of public relations.

Prior to his affiliation with Braun-Bostich & Associates, Steve enjoyed over 20 years in executive level sales and marketing roles within the high-tech hardware/software space—followed by more than a decade in real estate development.

Family & Interests

Steve has been a resident of Bethel Park, Pennsylvania for the past 28 years with his spouse Marylou and two grown sons. He enjoys biking in and around the Pittsburgh area as often as possible.

Phone: 724.942.2639
dbostich@braun-bostich.com

Doug has spent more than two decades with Amy and team at Braun-Bostich & Associates.  

As part of the firm’s Financial Planning team, Doug is responsible for construction of financial plans, review preparation, and research.  When not immersed in building client plans, Doug leverages his technical expertise leading the firm’s technology initiatives from idea to application—all with an eye towards ensuring the highest caliber of service delivery and improving upon the client experience. 

Doug is a graduate of California University of PA with a B.S. degree in Finance and currently holds the Series 66 and 7 securities registrations along with a Pennsylvania state insurance license.

Family & Interests

Doug resides in Bentleyville, PA with his wife Erika and Pomeranian, Pippi where he enjoys photography and spending time outdoors running and hiking the trails at Mingo Creek Park. 

"Being part of the firm’s persistent dedication to the growth of each client’s financial life from inception to date has been the utmost in personal reward."

Phone: 724.942.2639
pwright@braun-bostich.com

With over 35 years of experience in client relations and support services, Pam joined the Braun-Bostich & Associates team in 2000. When not engaged as the firm’s client-concierge or organizing events, Pam’s day-to-day responsibilities include: overseeing the business and financial operations of the firm, compliance monitoring, advisor licensing upkeep, marketing and payroll and HR activities.

As a consummate client service steward, she feels that taking service to the next level is one way to shape and solidify long lasting client relationships—an integral facet of what Braun-Bostich & Associates is about.

Family & Interests

Pam has been married for 39 years has three grown children and three grandchildren. She enjoys concerts, plays, walking, being outdoors, spending time with family, and reading (when she gets the time).

Office: 949.387.3486
cbaxter@braun-bostich.com

Cameron is an Investment Analyst at Anfield Capital Management, LLC. His responsibilities include assisting the portfolio managers in the trade room, investment and portfolio research and analysis, and business development support. Cameron recently joined the team after spending two years at a material handling supplies company, where he was responsible for business development and operations analysis.

Cameron is an Investment Advisor Representative (Series 65) and is pursuing additional credentials and training. Cameron has a bachelor’s degree from The Master’s University (Biblical Languages).

Office: 516.359.0809
kvanderbilt@braun-bostich.com

Kevin is an Investment and Business Development Analyst with Anfield Capital Management, LLC. Kevin is responsible for interfacing with prospective and current clients within the financial services industry, while also assisting the Portfolio Managers with marketing and their research efforts. He comes to Anfield after having spent time as a Managed Account Specialist with Dreyfus, an Internal Sales Consultant with Henderson Global Investors, and a Sales Director with Elysian Capital Markets Group.

Kevin is a graduate of Villanova University and has a bachelor’s degree in Business Administration with an emphasis in Marketing and a double minor in Finance and International Business. He holds the Certified Investment Management Analyst (CIMA®) designation from The Wharton School at the University of Pennsylvania. Kevin maintains FINRA Series 6, 7, 63 and 65 registrations.

Phone: 724.942.2639
dwauthier@braun-bostich.com

Deb’s tenure in effectively servicing the investment needs of financial planning clienteles spans more than two decades—the past five with Amy and team at Braun-Bostich & Associates collaborating in the management of client investment portfolios.

Subsequent to securing her Series 7, 66 and Pennsylvania insurance licenses, Deb acquired her Registered Paraplanner SM or RP® designation from the College for Financial Planning. Individuals holding the RP® designation have completed a comprehensive course of study encompassing the financial planning process, its five disciplines and general financial planning concepts, terminology and product categories.

Within her scope of portfolio management deliverables, Deb invests client-side assets in products ranging from cash to bonds and securities to various insurance products and limited partnerships. Executing trades within these portfolios to the benefit of each Braun-Bostich & Associates client. 

Beyond client trading activities, Deb takes great pride in further servicing clients as a liaison between each of them and internal operations. Day-to-day services provided include account set ups, money movement, intercompany transfers, estate settlements,beneficiary designations and monitoring (RMDs) Required Minimum Distributions. She also assists her colleagues in preparation for client meetings.

Family & Interests 


A resident of Bridgeville, PA, Deb enjoys spending time with her husband, children and grandchildren along with traveling, yoga, reading, and trying new recipes.

Phone: 724.942.2639
tpompei@braun-bostich.com

Tammy entered the financial world in December of 2015 and is in the process of learning all there is to know about the industry.  She has obtained her Pennsylvania State Insurance License along with the Series 7 and Series 66 securities registrations. Tammy is currently working toward a Certified Financial Planner (CFP) designation. In the office, she is primarily responsible for the gathering of data from clients and keeping client profiles updated.

In 2010, Tammy received her Bachelor of Arts degree in English and Spanish from Washington & Jefferson College in Washington, PA.  After graduation, she enrolled in a Global Cultural Studies program at the University of Lyon, in France that focused on the associations between language, identity, and ethnicity.    

Family and Interests

Tammy volunteers as an English tutor through the Greater Pittsburgh Literacy Council. She enjoys traveling, shopping, yoga, and dining out with family and friends.  Her cat, Sissy, is the living embodiment of the idiom “curiosity killed the cat”. 

Phone: 724.942.2639
lvorko@braun-bostich.com

Lorraine has been with Braun-Bostich & Associates since 2014 and has over 30 years of experience as an administrative assistant—20 plus within the financial industry.

She provides support to the firm through various responsibilities including client correspondence, directing incoming calls, scheduling client appointments, and assisting with special projects. Whether on the phone or greeting clients at the door, you are always met with a warm, pleasant welcome by Lorraine. She personifies exceptional client care and is a vital contributor to the firm’s commitment to delivering consummate client experiences.

Lorraine is a graduate of Bradford Business School with an associate degree in business from Robert Morris University in Pennsylvania.

Family & Interests

Lorraine and her husband Mark are longtime residents of Bethel Park, Pennsylvania. Lorraine enjoys beach vacations and spending time with her two daughters, Amanda & Angela.

Phone: 724.942.2639
Email: amy@braun-bostich.com

Amy is the CEO and founder of Braun-Bostich & Associates. She spends much of her waking day trying to bring more value to the table for her clients, employees and family members-not necessarily in that order.

Amy has over 26 years in the Financial Services business and has invested the time and discipline toward ongoing education to bring her clients the best advice possible for their situation. Amy has a BA in Psychology from UCLA, an MSFP (Master of Science in Financial Planning) and a CFP (Certified Financial Planner), APMA (Accredited Portfolio Manager Advisor) from the College of Financial Planning. She also has a CFS (Certified Fund Specialist)) from the Institute of Business & Finance and a CLTC (Certification in Long Term Care) from the Corporation for Long Term Care.

Family & Interests

When trying to separate herself from the business, Amy enjoys reading, walking, travel and gardening, but mostly just hanging out with her family. Amy has two children, two dogs, and one husband.

Phone: 412.456.2841 Email: kfi@muslaw.com

Kevin Israel is a member of his firm’s Corporate & Business Law, MUSolutions, and Private Clients groups. He focuses his practice on advising individuals and principals of closely-held and family-owned businesses in the areas of estate and succession planning, income tax planning, and business transactions. He also advises founders of new venture startups on entity formation and corporate finance.  He regularly practices in the areas of trust and estate administration, mergers and acquisitions, real estate transactions, tax controversy and collection engagements.

Professional/Community Involvement

• Allegheny County Bar Association, Member
• Pennsylvania Bar Association, Member
• Estate Planning Council of Pittsburgh, Member
• Greater Pittsburgh Business Association, Member
• Boy Scouts of America, Eagle Scout

Additional Information

Kevin grew up in Westmoreland County, Pennsylvania.  He and his family now live in Pittsburgh’s Shadyside neighborhood.  Kevin enjoys fly fishing, cycling, hiking, and kayaking.

Meyer, Unkovic & Scott, LLP - Henry W. Oliver Building | 535 Smithfield Street, Suite 1300 | Pittsburgh, PA 15222

Holding a B.A. in Accounting and Management from the University of Pittsburgh at Johnstown, Doug has worked in the industry of public accounting since 1998. He worked at a national CPA firm and a regional CPA firm prior to joining garvey & garvey.  He prefers the GGLLC approach because the focus is to serve clients throughout the year rather than only at year-end or during crisis situations.

Doug is a member of the Pittsburgh Chapter of Entrepreneurs Organization and a member of AICPA and PICPA

He is married with 2 children and enjoys spending time with his family, running, and watching Steelers and Pirates games.

Office: 724.942.2639
pwright@braun-bostich.com

Family & Interests

Pam has been married for 39 years has three grown children and three grandchildren. She enjoys concerts, plays, walking, being outdoors, spending time with family, and reading (when she gets the time).